SOCHA FINANCIAL GROUP, LLC

CORNING, New York·4 registered advisors·CRD# 299263
SEC# 801-1146540607-962-0605
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOCHA FINANCIAL GROUP, LLC

4 registered advisors
Jolie Mccarthy
CORNING, New York
Michael Eric Socha
CORNING, New York
Michelle Socha Vang
CORNING, New York
Nina Graham Socha
CORNING, New York
05

Office Locations

CORNING, New York
4 advisors

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Data sourced from SEC Form ADV filings. SOCHA FINANCIAL GROUP, LLC (CRD# 299263) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.